Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and other entities, ensuring compliance with applicable tax laws and regulations.
Conduct tax planning and provide advisory services to clients, recommending strategies to minimize tax liabilities and maximize tax benefits legally.
Represent clients before tax authorities, such as the Internal Revenue Service (IRS) and state tax agencies, in case of audits, appeals, or tax disputes.
Stay up-to-date with changes in tax laws, regulations, and precedents, and ensure the firm’s practices align with the latest developments.
Provide guidance and support to clients on tax implications of business transactions, investments, mergers and acquisitions, and other financial activities.
Collaborate with other professionals, such as attorneys and financial advisors, to develop comprehensive tax and financial plans for clients, ensuring a holistic approach to their needs.